Bubble, or Structural Imbalance?

Pine Bridge
By February 11, 2021 08:09

Bubble, or Structural Imbalance?

Bubble, or Structural Imbalance?

Capital Market Line

Determining whether or not we’re in the midst of a bubble has become topical. In our view, bubbles result when the pool of available liquidity becomes overly concentrated into a narrow space. During the Roaring Twenties, for instance, the Dow ballooned to six times its starting size between 1921 and 1929. On the other side of the pond, the FTSE All Share Index rose by only one-and-a-half times. Inherent in the label of “bubble” is also the notion that it eventually bursts, pulling everything down with it. In 1929, despite …

Pine Bridge
By February 11, 2021 08:09

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The underperformance of Value vs. Growth stocks explained

From the winter edition of our VBA Journaal, written by Jeroen Kakebeeke RBA, Investment Risk Manager at PGGM
#valueinvesting #growthinvesting

https://nieuws.cfavba.nl/publicaties/the-underperformance-of-value-vs-growth-stocks-explained/4a37e54d-5361-11eb-8a1e-005056b303d3

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